Dimensional Short-Duration Fixed Income ETF $DFSD Shares Acquired by BCO Wealth Management LLC

BCO Wealth Management LLC increased its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 6.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 293,785 shares of the company’s stock after buying an additional 17,534 shares during the quarter. Dimensional Short-Duration Fixed Income ETF comprises approximately 10.1% of BCO Wealth Management LLC’s holdings, making the stock its 5th largest position. BCO Wealth Management LLC owned approximately 0.29% of Dimensional Short-Duration Fixed Income ETF worth $14,105,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. AdvisorNet Financial Inc lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 40.1% during the first quarter. AdvisorNet Financial Inc now owns 2,396 shares of the company’s stock valued at $114,000 after purchasing an additional 686 shares during the last quarter. Apella Capital LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 61.2% during the first quarter. Apella Capital LLC now owns 2,694,401 shares of the company’s stock valued at $127,795,000 after purchasing an additional 1,023,221 shares during the last quarter. Firethorn Wealth Partners LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 13.8% during the first quarter. Firethorn Wealth Partners LLC now owns 27,867 shares of the company’s stock valued at $1,324,000 after purchasing an additional 3,375 shares during the last quarter. Eclectic Associates Inc. ADV lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 92.0% during the first quarter. Eclectic Associates Inc. ADV now owns 133,170 shares of the company’s stock valued at $6,328,000 after purchasing an additional 63,795 shares during the last quarter. Finally, Disciplined Investments LLC lifted its holdings in shares of Dimensional Short-Duration Fixed Income ETF by 4.9% during the first quarter. Disciplined Investments LLC now owns 110,328 shares of the company’s stock valued at $5,243,000 after purchasing an additional 5,125 shares during the last quarter.

Dimensional Short-Duration Fixed Income ETF Stock Up 0.0%

Shares of NYSEARCA DFSD opened at $48.19 on Wednesday. Dimensional Short-Duration Fixed Income ETF has a 12 month low of $46.66 and a 12 month high of $48.49. The business has a fifty day simple moving average of $48.18 and a 200-day simple moving average of $47.84.

Dimensional Short-Duration Fixed Income ETF Profile

The Dimensional Short-Duration Fixed Income ETF (DFSD) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides broad exposure to investment-grade debt securities with short duration. DFSD was launched on Nov 15, 2021 and is managed by Dimensional.